Create Member Attributes

Goal

To create a member attribute.

Overview

Member attributes allow you to store unique data for the same contact across multiple groups. This feature is ideal for organizations managing data for distinct client groups or departments. For example:

• Marketing agencies handling multiple clients.

• Companies needing distinct sendout information for different departments.

Key characteristics

• Member attributes are group-specific.

• Deleting a group removes its associated member attributes and data.

• For long-term storage, consider the Related Data Criteria feature.

Procedures

• Member attributes can be created manually or through XML or CSV file imports.

• While member attributes can be created manually, their values must still be imported into the system.

Creating Member Attributes using Imports

1. Prepare the import file. Add a column or element for each member attribute using the member-specific header format: for CSV, use user.MemberAttribute.X; for XML, use <memberattr name="X">value</memberattr> (replace X with the attribute name). For the full file-format mechanics, see CSV Format for Contact Imports and XML Format for Contact Imports.

2. Import the file - choose one of the following methods:

   • Manual Import: Navigate to Importing Contacts and upload the file.

   • Automated Import: Set up an automated process using the Automate Contact File Import feature.

Note:

• If a member attribute exists, the import updates the values.

• If it does not exist, the import creates the attribute.

• Data is not retained if the associated group is deleted.

Creating Member Attributes manually

While you can create member attributes manually in the Mapp Engage user interface, their values must still be populated via imports.

1. Navigate to Administration > Attributes > Member Attributes.

2. Click Create new Attribute.

3. In the Name field, enter a unique name for the member attribute.

4. The Attribute Type field is already set to Member Attribute.

5. Select the Group to which the Member Attribute belongs.

6. Click Save & Close. When the attribute is successfully created, the system will send an email confirmation to the user.